Domestic News:
1. Special Representatives on the China-India Boundary Question held a meeting in Beijing.
2. CATL (Contemporary Amperex Technology Co., Limited) secured 7,000 tons of lithium carbonate, equivalent to one month's output in Jianxiawo.
3. Nine Chinese companies, including China Fusion Engineering Co., Ltd., will collaborate on the development of high-temperature superconducting strong-field tokamak magnets.
4. The National Development and Reform Commission (NDRC) convened a meeting to coordinate and promote the "Six Networks Synergy" initiative, studying the investment and financing mechanisms and support policies for the "Six Networks."
5. Shanghai: Expanding the trading scale of key metals such as copper and aluminum, and accelerating the improvement of futures product series for emerging metals such as lithium, cobalt, and nickel.
6. Jack Ma increased his holdings, purchasing over HK$600 million worth of Alibaba shares in Hong Kong over several days. Joseph Tsai also made a move, increasing his holdings of Alibaba shares by a total of HK$160 million over two days.
International News:
1. OpenAI: Its self-developed Jalapeno chip outperformed Nvidia's GB300 in testing.
2. Canada retaliated against the Trump administration by imposing a 50% tariff on multiple categories of US goods. 3. Apple releases new Mac Mini and Mac Studio, bolstering AI computing capabilities.
4. US media: CIA Director Ratcliffe secretly visits Moscow and holds talks.
5. US new home sales fall to a six-month low in July, with high mortgage rates continuing to suppress demand.
6. US consumer confidence falls to its lowest level this year, with gasoline prices and the cost of living continuing to exert downward pressure.
7. Federal Reserve's Collins: Without evidence of a sustained decline in inflation, it is appropriate to raise interest rates "as soon as possible."
8. According to Kyodo News: Japan's debt servicing costs will increase by 17.1% in fiscal year 2027/28, reaching a record 36.6386 trillion yen.
9. Middle East situation— ① US issues bounty on senior Iranian armed forces officials.
② US President Trump: The US Navy has been notified that all mines in international waters of the Strait of Hormuz have been removed and/or detonated.
③ US media: The US State Department is preparing to send diplomats back to its embassies in the Middle East, indicating that Washington does not expect a full-blown conflict with Iran.
